Scaling Your CAS Firm: 5 key traits for success

Saturday, November 9, 2024 | 3:08 PM

Scaling Your CAS Firm: 5 key traits for success

Are you passionate about leading your practice to new heights?

Without a clear roadmap, building a new service line or practice that clients can't live without can be challenging. To become a “Cherished Advisor®” —a highly valued strategic partner for your business clients— you need a solid business foundation.

Join Amy Vetter, a CPA, consultant, and entrepreneur, as she shares insights and best practices from her experience. Learn the top common traits of successful CAS firms and gain actionable tools, tips, and resources to create and maintain a scalable foundation for your business.

webinars
accounting
technology
marketing
advisory

Speaker

Jennie Moore
Jennie Moore

Founder & Marketing Partnerships Manager at Moore Details Inc & Ignition

Kate Nusca
Kate Nusca

Resources

SOP - Renewal eligibility for current clients - Little Fish Accounting.pdf

pdf

Ignition Slide Deck - Mid-year Review Webinar.pdf

pdf